GARBUTT + ELLIOTT HIRES IFA TO BOOST WEALTH MANAGEMENT OFFER
I am very pleased to announce that we have boosted our financial planning arm G+E Wealth Management.
David Holdsworth joins the firm with nearly 30 years’ experience in a broad range of financial services, from advising SMEs, business owners and directors to providing financial planning for private clients whether still working or retired.
Based at Garbutt + Elliott’s Leeds office, David joins the well-established Wealth Management team to meet client requirements on pensions, investment, protection and inheritance tax planning, as well as helping grow the practice and increase its visibility across the region.
Commenting on his appointment, David Holdsworth said: “Garbutt + Elliott is a very friendly and forward-thinking place and I’m looking forward to growing the practice and raising its profile further.
“I’ve always put my client’s requirements first and that’s something Garbutt +Elliott prides itself on. Meeting clients, finding out what they want and need, and then making a long-term and flexible plan that works for the whole of their life – that’s the most rewarding part of the job.
“I’m a firm believer in independent, impartial, informative advice, and that goes for the man on the street as well as business owners and company directors. I’m proud to say I’ve kept some clients for 29 years and in some instances I’m now giving advice to the next generations.”
David most recently worked at 1825 Financial Planning as a consultant for private clients and SMEs, and previously completed a ten-year stint as a financial consultant for Pearson Jones.
Welcoming David to the firm, Garbutt + Elliott’s managing partner, Russell Turner, said: “When it comes to financial planning David is a genuine expert. He’s got a great track record across a wide variety of clients and was exactly the quality person we were looking for.
“Garbutt + Elliott Wealth Management is a very important part of the business and with David’s expertise we’ll continue giving clients the best advice and planning as well as increasing our visibility across the region.
“We’ve always seen financial planning as an integral part of offering our clients a seamless service and joined-up planning and we’re hoping to attract more and more talent over the coming months – watch this space!”
Earlier this month Garbutt + Elliott ranked in the UK’s top 100 accountancy firms for the first time, outstripping thirty other firms to reach number 70, according to leading trade title Accountancy Age.
It was also revealed as Yorkshire’s fastest growing accountancy practice, achieving an impressive 18 per cent turnover growth in 2016-17, increasing its fee income to £6.82m.
Working predominantly with Yorkshire-based businesses, Garbutt + Elliott operates across a diverse range of sectors including property and construction, manufacturing, food and drink, charities, digital media and creative arts.
Garbutt + Elliott Wealth Management is authorised and regulated by the Financial Conduct Authority.